Home 610.624.1770 Info@QS2500.com Philadelphia, PA | Glen Mills, PA | Washington, DC

We utilize techniques that are designed to maximize benefits to your heirs while keeping income and estate taxes to a minimum. Simultaneously, we ensure that your wishes regarding distribution are followed. We utilize techniques to protect your beneficiaries from creditors, divorce, and future estate taxes through the use of several different instruments. These include revocable and irrevocable trusts, partnerships, charitable trusts, and gifting strategies.

QUANTUM ADVISES IN ALL ASPECTS OF ESTATE PLANNING. OUR CLIENTS RANGE FROM ENTREPRENEURS, FORTUNE 500 EXECUTIVES, PROFESSIONALS, AND OTHER HIGH-NET-WORTH INDIVIDUALS.

We act as the “family business advisors” in collaboration with our clients’ accountants, attorneys, and other professionals. We tailor the most appropriate and tax-effective plan for asset management, business succession planning, and the transition of wealth to subsequent generations. We do not draft any documents, but act as the quarterback by coordinating with our clients and their advisors in all aspects of their estate planning. These include individual and business tax matters, choice of business entity, business succession planning, family law issues (including pre- and postnuptial agreements as well as estate and gift tax consequences of proposed divorce settlements), retirement benefit planning, insurance, and real estate issues.

We employ all the appropriate estate and asset protection planning tools for our clients, which include:

– Revocable living trusts, irrevocable life insurance trusts, dynasty trusts, and asset protection trusts
– Qualified personal residence trusts (QPRTs)
– Grantor-retained annuity trusts and unitrusts (GRATs and GRUTS)
– Intentionally defective grantor trusts (IDGTs)
– Charitable trusts
– Creation of family limited partnerships and limited liability companies
– Planning with life insurance, including life settlements and premium financing
In addition to the sophisticated tax aspects of estate planning and centralized management of assets, we organize all of the clients documents, policies, investment, and saving account on a secured virtual vault.

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